Nordea Investment Management AB Cuts Holdings in Marvell Technology, Inc. $MRVL

Nordea Investment Management AB lowered its position in Marvell Technology, Inc. (NASDAQ:MRVL) by 40.0% in the fourth quarter, HoldingsChannel reports. The fund owned 3,538,278 shares of the semiconductor company’s stock after selling 2,363,066 shares during the quarter. Nordea Investment Management AB’s holdings in Marvell Technology were worth $302,576,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of MRVL. Atlantic Edge Private Wealth Management LLC increased its stake in shares of Marvell Technology by 160.0% in the 3rd quarter. Atlantic Edge Private Wealth Management LLC now owns 325 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 200 shares in the last quarter. Nova Wealth Management Inc. boosted its position in Marvell Technology by 3,922.2% during the third quarter. Nova Wealth Management Inc. now owns 362 shares of the semiconductor company’s stock worth $30,000 after purchasing an additional 353 shares in the last quarter. N.E.W. Advisory Services LLC acquired a new stake in Marvell Technology in the second quarter valued at approximately $32,000. Cary Street Partners Investment Advisory LLC acquired a new stake in Marvell Technology in the second quarter valued at approximately $34,000. Finally, Hollencrest Capital Management increased its position in shares of Marvell Technology by 23,350.0% in the second quarter. Hollencrest Capital Management now owns 469 shares of the semiconductor company’s stock valued at $36,000 after buying an additional 467 shares in the last quarter. 83.51% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

MRVL has been the subject of several research analyst reports. JPMorgan Chase & Co. upped their target price on Marvell Technology from $130.00 to $135.00 and gave the stock an “overweight” rating in a research note on Friday, March 6th. Summit Insights upgraded Marvell Technology from a “hold” rating to a “buy” rating in a research report on Wednesday, December 3rd. Morgan Stanley increased their price objective on shares of Marvell Technology from $95.00 to $103.00 and gave the company an “equal weight” rating in a report on Friday, March 6th. Roth Mkm lifted their price target on Marvell Technology from $105.00 to $135.00 and gave the stock a “buy” rating in a report on Wednesday, December 3rd. Finally, Bank of America raised shares of Marvell Technology from a “neutral” rating to a “buy” rating and lifted their price target for the company from $90.00 to $110.00 in a research report on Friday, March 6th. Two research analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $117.24.

Marvell Technology Price Performance

Shares of NASDAQ:MRVL opened at $87.92 on Friday. Marvell Technology, Inc. has a 12 month low of $47.08 and a 12 month high of $102.77. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.01 and a quick ratio of 1.58. The firm has a market capitalization of $76.87 billion, a P/E ratio of 28.54, a P/E/G ratio of 0.80 and a beta of 1.97. The company’s fifty day moving average price is $82.05 and its 200 day moving average price is $83.40.

Marvell Technology (NASDAQ:MRVL) last released its quarterly earnings results on Thursday, March 5th. The semiconductor company reported $0.80 EPS for the quarter, topping the consensus estimate of $0.79 by $0.01. The business had revenue of $2.22 billion during the quarter, compared to analysts’ expectations of $2.21 billion. Marvell Technology had a return on equity of 14.22% and a net margin of 32.58%.The company’s quarterly revenue was up 22.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.60 earnings per share. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. As a group, sell-side analysts predict that Marvell Technology, Inc. will post 0.91 earnings per share for the current fiscal year.

Marvell Technology Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Friday, April 10th will be given a dividend of $0.06 per share. The ex-dividend date is Friday, April 10th. This represents a $0.24 dividend on an annualized basis and a yield of 0.3%. Marvell Technology’s dividend payout ratio (DPR) is 7.79%.

Insider Activity at Marvell Technology

In related news, EVP Mark Casper sold 5,000 shares of the business’s stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $93.08, for a total value of $465,400.00. Following the completion of the sale, the executive vice president directly owned 19,418 shares in the company, valued at approximately $1,807,427.44. The trade was a 20.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.19% of the stock is currently owned by corporate insiders.

Key Marvell Technology News

Here are the key news stories impacting Marvell Technology this week:

• Positive Sentiment: Marvell unveiled industry-first CXL and 260-lane PCIe 6.0 switches at OFC 2026 — products aimed at rack-level memory pooling and removing interconnect bottlenecks for AI data centers; live demos with partners reinforce commercialization progress and revenue relevance to AI infrastructure. Marvell’s New CXL And PCIe 6.0 Switches And What They Mean For MRVL
• Positive Sentiment: CEO Matt Murphy is scheduled to keynote at COMPUTEX 2026 (June 2), boosting executive visibility at a major industry event — could accelerate partner/customer announcements and product traction in Asia. Matt Murphy, Marvell Chairman and CEO, to Keynote at COMPUTEX 2026
• Neutral Sentiment: Marvell declared a quarterly dividend of $0.06 per share (payable Apr 30, record Apr 10), a modest yield (~0.3%). Signals cash return policy and confidence but is unlikely to be a major driver given the low yield. Marvell Technology, Inc. Declares Quarterly Dividend Payment
• Neutral Sentiment: Analyst/outlook pieces comparing Marvell vs. peers (e.g., Broadcom) highlight Marvell’s more aggressive growth profile in AI/data-center connectivity; helpful for positioning but not an immediate catalyst. Broadcom Or Marvell? Choosing Between Stability And Aggressive Growth
• Neutral Sentiment: Sector commentary (optical/CPO demand) underscores durable demand drivers for companies supplying hyperscaler AI builds — a tailwind for Marvell’s networking and optical-facing products. Lumentum’s OCS & CPO Strength Reflects Broader Demand: What’s Ahead?
• Negative Sentiment: Macro risk: a market-wide pullback tied to geopolitical escalation (Iran) and renewed inflation concerns weighed on major indices and pressured chip stocks broadly — likely the primary driver of today’s weakness in MRVL. Stocks Finish Lower as Iran War Spurs Inflation Concerns

Marvell Technology Company Profile

Marvell Technology Group is a global semiconductor company that designs and develops integrated circuits and related software for data infrastructure, networking, storage and connectivity markets. The company’s product portfolio includes system-on-chip (SoC) solutions, Ethernet physical-layer transceivers (PHYs), switch and switch silicon, optical interconnect components, storage controllers, and security processors. Marvell’s technology is used to enable high-performance data centers, carrier networks, enterprise and cloud storage, as well as connectivity in automotive and industrial applications.

Founded in 1995 and headquartered in Santa Clara, California, Marvell has grown through both organic development and strategic acquisitions to broaden its capabilities across networking and data interconnect.